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VisionPoint Advisory Group’s iShares S&P 100 ETF OEF Stock Holding History

VisionPoint Advisory Group’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$332K Buy
13,021
+106
+0.8% +$38K 0.05% 332
2026
Q1 		$327K Buy
+12,915
New +$4.33M 0.06% 313

Other funds holding OEF

FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

VisionPoint Advisory Group's OEF Position: Q2 2026 in Review

VisionPoint Advisory Group increased its iShares S&P 100 ETF (OEF) stake by 0.82% in Q2 2026, buying an estimated $38K and bringing the position to 13,021 shares worth $332K. The position accounts for 0.05% of the portfolio, ranked #332.

VisionPoint Advisory Group first reported a position in OEF in Q1 2026 and has held it in 2 quarters since. 186 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • VisionPoint Advisory Group held 13,021 shares of iShares S&P 100 ETF worth $332K as of Q2 2026.
  • VisionPoint Advisory Group bought 106 iShares S&P 100 ETF shares in Q2 2026, an estimated $38K.
  • iShares S&P 100 ETF made up 0.05% of VisionPoint Advisory Group's portfolio in Q2 2026, its #332 holding.
  • VisionPoint Advisory Group first reported a position in iShares S&P 100 ETF in Q1 2026 and has held it in 2 quarters since.
  • 186 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.